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Best answer

Best way to allocate leads to different agent’s spreadsheets?

  • 22 June 2021
  • 3 replies
  • 38 views
W
Userlevel 1

Hi Zapier community, I would like to allocate my web form leads to different Google Sheets.

 

I have a real estate website to collect leads, and it’s connected using web hooks to Zapier. As there will be different properties and agents on my website, how can I set up the automation to send leads to different Google Sheets for the agents?

 

I’m confused by the “Filter” & “Paths” app, which app should i use to automate the tasks?

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Best answer by robschmidt 22 June 2021, 13:51

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This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

robschmidt
Userlevel 7
Badge +9

Hi @winson 

 

Read more about paths here: https://zapier.com/help/create/customize/add-branching-logic-to-zaps-with-paths

Read more about filters here: https://zapier.com/help/create/customize/add-conditions-to-zaps-with-filters

 

For your request you can use path after your triggering app, and in the Path 1 you can define which data should go to sheet 1 and in the path 2 you can define which data should go to sheet 2.

Outliant.com | Zapier Expert
W
Userlevel 1

Got it. Thank you robschmidt.

GetUWired
Userlevel 7
Badge +12

@winson 

You can also explore using a Round Robin. 

some articles to get you thinking: https://www.luhhu.com/blog/how-to-create-a-round-robin-in-zapier-video 

https://zapier.com/help/doc/how-get-started-storage-zapier (search for Round Robin)

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